Agenda topics, timing and speakers subject to change.
Day 1 - Tuesday, June 20 | 11:00 am - 4:30 pm Eastern
11:00 am – 12:00 Pm
The Evolution of Automation and Digital Transformation
Presented by Moody's
1 CPE credit | Field of Study - Information Technology
This session will discuss how automation processes can continue along the digital transformation journey within accounting and finance. Including best practices and practical insights with key problem areas faced along the way.
Presenters
Andrey Bolanos | AVP Process Excellence | Moody's Corporation
Ahmed Elkordy | SVP-Global Business Services | Moody's Corporation
Jeffrey Klebanoff | MD – Finance Operations & Enablement | Moody's Corporation
Tania Vasquez | Senior Vice President - Bl & Analytics | Moody's Corporation
12:00 pm – 1:00 pm
Data Governance: The Start of the Digital Transformation Journey
1 CPE credit | Field of Study - Information Technology
Data governance is an important initial step to evaluate on the journey of a company's overall strategic approach to Digital Transformation. This session will discuss why data governance frameworks, including ensuring proper data quality, ownership, and accountability, are valuable to companies in the long run. It will showcase examples from companies that have undergone data transformations and discuss what the benefits are as well as key lessons learned. Additionally, experts will touch on the growing need for data science talent outside of the IT department.
1:00 pm – 1:30 pm
Break
1:30 pm – 2:30 pm
Talent of the Future and Upskilling the Current Workforce for Data Science and IT
Presented by EY
1 CPE credit | Field of Study - Personnel/Human Resources
This session will showcase what is happening in the world of technology talent from entry level workforce to discussions on best practices for upskilling the current workforce. With the decline of accounting and finance professionals, this topic will help companies prepare for the future.
Presenters
Condola Brivette | Senior Manager, Financial Accounting Advisory Services | EY
Libby Hacker | Global People Advisory Services Finance Leader | EY
David Herbert | Managing Director | EY
2:30 pm – 3:30 pm
Cloud vs. On-Premise Infrastructures
Presented by KPMG
1 CPE credit | Field of Study - Information Technology
Despite the embrace of cloud services in finance and accounting, there remains a debate about the transition. Learn about trends in cloud adoption and the top risks when outsourcing to a cloud provider, as well as getting assurance over the cloud provider. This session will focus on cost containment and management for implementing cloud infrastructure.
Presenters
Heather Paquette | National Technology Assurance Leader - Audit | KPMG
Bernard Wiegar | Partner, Technology Assurance Audit | KPMG
3:30 pm – 4:30 pm
Considerations for Corporations Investing in Crypto
Presented by Deloitte
1 CPE credit | Field of Study - Information Technology
More operating companies are deciding to allocate cash to digital assets and cryptocurrencies. This session will examine the tax, accounting, controls, and regulatory considerations needed before making such a decision.
Presenters
Conor O'Brien | US Tax Blockchain & Digital Assets Senior Manager | Deloitte & Touche, LLP
Amy Park | US Audit & Assurance Blockchain & Digital Assets Partner | Deloitte & Touche, LLP
Petal Walker | US Risk & Financial Advisory Managing Director | Deloitte & Touche, LLP
Day 2 - Wednesday, June 21 | 10:00 am - 4:30 pm Eastern
10:00 am – 11:00 am
End-to-End Cost Analysis: Achieving Efficiency and Maximizing Profits
Presented by 3C Software
Delve into the critical areas of end-to-end cost and profitability analytics during this session for finance executives facing the challenges of maximizing their financial performance. Attendees will gain a deeper understanding of how to analyze their company's financial data to identify the underlying drivers of costs and determine the true profitability of their products and customers. The session will also focus on the importance of cost transparency, both within the organization and with external stakeholders. By the end of the session, attendees will have a comprehensive understanding of how to use cost and profitability analysis to optimize their company's operations and improve their bottom line.
Presenter
Ian Robertson | Profitability Solutions Expert | 3C Software
12:00 pm – 1:00 pm
How Finance Executives Can Lead the AI Wave
Presented by Microsoft
1 CPE credit | Field of Study - Information Technology
With insight across the business groups, finance executives are uniquely positioned to help lead the larger organizational shift to AI, driving smarter business decisions across the enterprise. Join us for a discussion and demonstration of the latest capabilities powered by AI.
Presenters
Cory Hrncirik | Finance Director | Microsoft
Phil Ockenden | CVP and CFO of Search, Devices, and Creativity Finance | Microsoft
1:00 pm – 1:30 pm
Break
1:30 pm – 2:30 pm
Leading Technology Transformation from the Top
1 CPE credit | Field of Study - Business Management & Organization
Explore future trends and top priorities for the CFO as they continue to build partnerships with the Chief Information Officer and Chief Digital Transformation Office. This session will highlight how these roles interact as technology and automation increases. Learn how SAP organizations are changing the way they steer their business through an innovative finance platform, embedded analytics, and predictive insights.
Presenters
Gillian McGrath | Senior Director of NA S/4HANA Finance & Risk Center of Excellence | SAP
Chris Ritterhern | Business Technology Platform - Center of Excellence Lead | SAP
2:30 pm – 3:30 pm
Workforce Strategies
Presented by Cushman & Wakefield
1 CPE credit | Field of Study - Personnel/Human Resources
This session will provide an update on where companies are in their return-to-work strategies. The discussion will focus on best practices for companies who are looking to define the future models of their workforce whether it be in-person, remote, or hybrid.
Presenters
Hannah Bowles | Consulting Manager, Total Workplace | Cushman & Wakefield
Heather Gerety | Managing Director, Total Workplace | Cushman & Wakefield
3:30 pm – 4:30 pm
Automating Narrative Reporting for Executives
1 CPE credit | Field of Study - Information Technology
Discuss how new technologies can help your company accelerate the close processes by automating financial information reports for executives while also having the capabilities to develop intuitive and agile dashboards for real-time changes.
Presenters
Mike Malwitz | Master Principal Consultant | Oracle
Erik Subbarao | Master Principal Solution Engineer | Oracle
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